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Funds Holding PFX

On this page, we present all of the funds holding PFX from our database of 13F filers, detailed in the table below. The first column indicates the name of each of the funds holding PFX, with a link to that fund's top holdings. The next columns indicate the amount of PFX stock held by each of the funds holding PFX, followed by the PFX position size held by the fund, and lastly the date of the quarterly filing period the data represents. In total, we count 15 funds holding PFX within the last two filing periods in our coverage universe of 13F filers, with the largest position size having been reported by Adalta Capital Management LLC. For more details on the positions held by Adalta Capital Management LLC (or by any of the other funds holding PFX), click the fund name in the "Holder" column of the funds-holding-PFX table below.

HolderAmountPosition Size
($ in 1000's)
 As of
Adalta Capital Management LLC135,714$5,713 12/31/2023
     PFX135,714$5,713 12/31/2023
Northwestern Mutual Wealth Management Co.131,458$5,554 12/31/2023
     PFX131,458$5,554 12/31/2023
22NW LP117,885$4,969 12/31/2023
     PFX117,885$4,969 12/31/2023
Morgan Stanley66,296$2,801 12/31/2023
     PFX66,296$2,801 12/31/2023
American Financial Group Inc.64,327$2,717 12/31/2023
     PFX64,327$2,717 12/31/2023
Almitas Capital LLC17,818$753 12/31/2023
     PFX17,818$753 12/31/2023
Legal & General Group Plc16,577$700 12/31/2023
     PFX16,577$700 12/31/2023
Susquehanna International Group LLP5,348$224 12/31/2023
     PFX5,348$224 12/31/2023
Advisor Group Holdings Inc.2,587$109 12/31/2023
     PFX2,587$109 12/31/2023
Compagnie Lombard Odier SCmA2,500$105 12/31/2023
     PFX2,500$105 12/31/2023
Allworth Financial LP2,166$96 03/31/2024
     PFX2,166$96 03/31/2024
UBS Group AG1,826$77 12/31/2023
     PFX1,826$77 12/31/2023
Retirement Group LLC1,204$51 12/31/2023
     PFX1,204$51 12/31/2023
Wells Fargo & Company MN260$11 12/31/2023
     PFX260$11 12/31/2023
Archer Investment Corp126$5 12/31/2023
     PFX126$5 12/31/2023
Proequities Inc.0$0 12/31/2023
     PFX0$0 12/31/2023

See Summary: Institutional Holders of PFX
See Details: Top 10 Hedge Funds Holding PFX
Also See: PFX Insider Buying
Also See: PFX Holdings Changes

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